Smith, Moore & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Smith, Moore & Co’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$529K	Buy	4,129 +140	+4%	+$18.9K	0.04%	322
2025 Q4	$546K	Sell	3,989 -83	-2%	-$11.6K	0.04%	306
2025 Q3	$580K	Sell	4,072 -3	-0.1%	-$424	0.04%	295
2025 Q2	$565K	Buy	4,075 +38	+0.9%	+$4.81K	0.05%	286
2025 Q1	$474K	Buy	4,037 +175	+5%	+$22.5K	0.04%	296
2024 Q4	$489K	Buy	3,862 +338	+10%	+$43K	0.04%	293
2024 Q3	$413K	Hold	3,524	–	–	0.04%	303
2024 Q2	$389K	Hold	3,524	–	–	0.04%	304
2024 Q1	$402K	Sell	3,524 -174	-5%	-$18.8K	0.04%	297
2023 Q4	$386K	Sell	3,698 -7	-0.2%	-$664	0.05%	291
2023 Q3	$338K	Hold	3,705	–	–	0.04%	294
2023 Q2	$358K	Buy	3,705 +144	+4%	+$13.1K	0.05%	292
2023 Q1	$324K	Sell	3,561 -600	-14%	-$53.5K	0.04%	296
2022 Q4	$348K	Sell	4,161 -75	-2%	-$6.31K	0.05%	281
2022 Q3	$332K	Buy	4,236 +50	+1%	+$4.3K	0.05%	279
2022 Q2	$332K	Sell	4,186 -2,436	-37%	-$212K	0.05%	285
2022 Q1	$666K	Sell	6,622 -72	-1%	-$7.17K	0.09%	209
2021 Q4	$771K	Sell	6,694 -16	-0.2%	-$1.87K	0.11%	190
2021 Q3	$752K	Buy	6,710 +27	+0.4%	+$3.11K	0.11%	181
2021 Q2	$757K	Buy	6,683 +780	+13%	+$83.3K	0.11%	184
2021 Q1	$602K	Buy	5,903 +2,491	+73%	+$260K	0.1%	209
2020 Q4	$350K	Hold	3,412	–	–	0.07%	242
2020 Q3	$295K	Buy	3,412 +60	+2%	+$5.06K	0.06%	254
2020 Q2	$265K	Sell	3,352 -10	-0.3%	-$725	0.06%	258
2020 Q1	$204K	Buy	3,362 +20	+0.6%	+$1.46K	0.05%	272
2019 Q4	$255K	Hold	3,342	–	–	0.05%	275
2019 Q3	$236K	Hold	3,342	–	–	0.05%	282
2019 Q2	$238K	Hold	3,342	–	–	0.05%	283
2019 Q1	$227K	Buy	+3,342	New	+$215K	0.05%	283
2018 Q4	–	Sell	-3,342	Closed	-$227K	–	344
2018 Q3	$227K	Hold	3,342	–	–	0.05%	304
2018 Q2	$212K	Sell	3,342 -108	-3%	-$6.8K	0.05%	306
2018 Q1	$212K	Hold	3,450	–	–	0.06%	288
2017 Q4	$208K	Buy	+3,450	New	+$203K	0.06%	276

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Smith, Moore & Co's IWP Position: Q1 2026 in Review

Smith, Moore & Co increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.5% in Q1 2026, buying an estimated $18.9K and bringing the position to 4,129 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #322.

Smith, Moore & Co first reported a position in IWP in Q4 2017 and has held it in 33 quarters since. The position peaked at $771K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Smith, Moore & Co held 4,129 shares of iShares Russell Mid-Cap Growth ETF worth $529K as of Q1 2026.
Smith, Moore & Co bought 140 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $18.9K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Smith, Moore & Co's portfolio in Q1 2026, its #322 holding.
Smith, Moore & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
Smith, Moore & Co's iShares Russell Mid-Cap Growth ETF position peaked at $771K in Q4 2021.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.